Who owns OR
Which tracked institutional funds hold OR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OR is one-sided between 2026-Q1 and 2026-Q2: 33 added or opened and 113 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OR’s largest tracked holder by dollar value, EdgePoint Investment Group Inc., sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 234 tracked filers holding OR, 112 increased or opened the position and 130 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- NORGES BANK$79M
- SCHRODER INVESTMENT MANAGEMENT GROUP$11M
- Jupiter Topco LLC$4M
- XTX Topco Ltd$2M
- Covea Finance$2M
- Quadrature Capital Ltd$1M
Full exits 20
- T. Rowe Price Investment Management, Inc.$240M
- Amundi$44M
- Euro Pacific Asset Management, LLC$39M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$25M
- GLOBAL STRATEGIC MANAGEMENT INC$8M
- HRT FINANCIAL LP$5M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$20M
- Verbena Value LP$12M
- BNP PARIBAS FINANCIAL MARKETS$10M
- Invesco Ltd.$8M
- D. E. Shaw & Co., Inc.$7M
- Knoll Capital Management, LLC$7M
Largest trims
- EdgePoint Investment Group Inc.$160M
- PRICE T ROWE ASSOCIATES INC /MD/$106M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$91M
- FMR LLC$59M
- VAN ECK ASSOCIATES CORP$47M
- CITADEL ADVISORS LLC$38M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| EdgePoint Investment Group Inc. trimmed | 18,366,141 | $581M | 15.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 11,085,785 | $351M | 9.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 7,955,159 | $252M | 6.8% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,293,395 | $231M | 6.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,537,686 | $175M | 4.7% | 2026-Q2 |
| Tidal Investments LLC added | 3,309,375 | $105M | 2.8% | 2026-Q2 |
| Elliott Investment Management L.P. | 3,111,000 | $98M | 2.6% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 3,091,096 | $98M | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 2,630,233 | $83M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,580,250 | $82M | 2.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 2,570,186 | $81M | 2.2% | 2026-Q2 |
| NORGES BANK trimmed | 2,498,906 | $79M | 2.1% | 2026-Q2 |
| SPROTT INC. added | 2,438,086 | $77M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,033,058 | $64M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,029,391 | $64M | 1.7% | 2026-Q2 |
| FMR LLC trimmed | 1,963,673 | $62M | 1.7% | 2026-Q2 |
| Verbena Value LP added | 1,923,700 | $61M | 1.6% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 1,915,799 | $61M | 1.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,859,294 | $59M | 1.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,829,980 | $58M | 1.6% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 1,818,737 | $82M | 2.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,663,364 | $53M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,594,748 | $50M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,543,565 | $49M | 1.3% | 2026-Q2 |
| Capital World Investors added | 1,463,026 | $46M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,133,733 | $36M | 1.0% | 2026-Q2 |
| TD Asset Management Inc added | 944,735 | $30M | 0.8% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 837,487 | $26M | 0.7% | 2026-Q2 |
| Scheer, Rowlett & Associates Investment Management Ltd. trimmed | 832,658 | $26M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 758,370 | $24M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 754,302 | $24M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 753,794 | $24M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 698,906 | $22M | 0.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 654,261 | $21M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 640,299 | $20M | 0.5% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 626,880 | $20M | 0.5% | 2026-Q2 |
| U S GLOBAL INVESTORS INC added | 580,723 | $18M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 557,090 | $18M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 530,774 | $17M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 425,440 | $13M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 414,337 | $13M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 396,974 | $12M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 381,331 | $12M | 0.3% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 378,834 | $12M | 0.3% | 2026-Q2 |
| Boston Partners trimmed | 375,863 | $12M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 368,730 | $12M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 342,877 | $11M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 334,237 | $11M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 333,977 | $11M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 330,582 | $10M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 323,700 | $10M | 0.3% | 2026-Q2 |
| Extract Advisors LLC added | 295,316 | $9M | 0.3% | 2026-Q2 |
| CIBC Asset Management Inc added | 281,802 | $9M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 251,060 | $8M | 0.2% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 248,000 | $8M | 0.2% | 2026-Q2 |
| Cannell & Spears LLC trimmed | 243,512 | $8M | 0.2% | 2026-Q2 |
| MONTRUSCO BOLTON INVESTMENTS INC. trimmed | 236,714 | $7M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 234,065 | $7M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 228,665 | $7M | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 228,053 | $7M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 227,034 | $7M | 0.2% | 2026-Q2 |
| Knoll Capital Management, LLC added | 225,000 | $7M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 221,068 | $7M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 207,441 | $7M | 0.2% | 2026-Q2 |
| Groupe la Francaise added | 205,000 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 198,247 | $6M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 197,865 | $6M | 0.2% | 2026-Q2 |
| Oxbow Advisors, LLC added | 194,720 | $6M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 193,221 | $6M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 186,443 | $6M | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. added | 185,716 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 183,674 | $6M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 172,256 | $5M | 0.1% | 2026-Q2 |
| LOUISBOURG INVESTMENTS INC. trimmed | 169,447 | $5M | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 168,896 | $5M | 0.1% | 2026-Q2 |
| BARD ASSOCIATES INC trimmed | 161,823 | $5M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 161,515 | $5M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 158,539 | $5M | 0.1% | 2026-Q2 |
| Lane Generational LLC trimmed | 152,745 | $5M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 149,857 | $5M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 137,844 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 130,962 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 130,032 | $4M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 120,488 | $4M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 120,407 | $4M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 118,200 | $4M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 113,258 | $4M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 112,208 | $4M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 103,700 | $3M | 0.1% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 98,504 | $3M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 98,495 | $3M | 0.1% | 2026-Q2 |
| McAlvany Wealth Management LLC added | 87,970 | $3M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 84,698 | $3M | 0.1% | 2026-Q2 |
| K2 PRINCIPAL FUND, L.P. | 80,000 | $3M | 0.1% | 2026-Q2 |
| Canoe Financial LP added | 79,732 | $3M | 0.1% | 2026-Q2 |
| Genus Capital Management Inc. trimmed | 78,510 | $2M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 77,512 | $2M | 0.1% | 2026-Q2 |
| Polar Asset Management Partners Inc. added | 72,000 | $2M | 0.1% | 2026-Q2 |
| Public Sector Pension Investment Board added | 70,289 | $2M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 69,116 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.